peoplesoft: ps query job aid - ucsf health finance · the peoplesoft query viewer can be utilized...
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![Page 1: PeopleSoft: PS Query Job Aid - UCSF Health Finance · The PeopleSoft Query Viewer can be utilized to view query output in Excel, ... PeopleTools purchasing Real Time Bottom Line Reporting](https://reader031.vdocuments.site/reader031/viewer/2022022512/5ae613607f8b9aee078c7438/html5/thumbnails/1.jpg)
Date: 18-Oct-2017 Page: 1
Finance Area: Finance Integration
Process: PeopleSoft Query
Updated: October 18, 2017
Work Instruction Purpose
The PeopleSoft Query Viewer can be utilized to view query output in Excel, HTML. PS Query Viewer allows users to schedule a Query to run at a future time.
Procedure Steps
A. To obtain access to Query Viewer:
Main Menu Reporting Tools Query Query Viewer
1. Go to Reporting tools
2. Select Query
3. Select Query Viewer
PeopleSoft: PS Query Job Aid
![Page 2: PeopleSoft: PS Query Job Aid - UCSF Health Finance · The PeopleSoft Query Viewer can be utilized to view query output in Excel, ... PeopleTools purchasing Real Time Bottom Line Reporting](https://reader031.vdocuments.site/reader031/viewer/2022022512/5ae613607f8b9aee078c7438/html5/thumbnails/2.jpg)
Date: 18-Oct-2017 Page: 2
4. Click on “Advanced Search” to refine your search.
5. Enter search term(s) in the applicable box(es)
Tip: Select “contains” from the dropdown list to maximize the search results (default = “begins with”)
![Page 3: PeopleSoft: PS Query Job Aid - UCSF Health Finance · The PeopleSoft Query Viewer can be utilized to view query output in Excel, ... PeopleTools purchasing Real Time Bottom Line Reporting](https://reader031.vdocuments.site/reader031/viewer/2022022512/5ae613607f8b9aee078c7438/html5/thumbnails/3.jpg)
Date: 18-Oct-2017 Page: 3
6. Searching on “Description – Contains: TRIAL” yields eight results
7. Click on “Favorite” to add the query to your Favorites list that appears on the landing page of Query Viewer
![Page 4: PeopleSoft: PS Query Job Aid - UCSF Health Finance · The PeopleSoft Query Viewer can be utilized to view query output in Excel, ... PeopleTools purchasing Real Time Bottom Line Reporting](https://reader031.vdocuments.site/reader031/viewer/2022022512/5ae613607f8b9aee078c7438/html5/thumbnails/4.jpg)
Date: 18-Oct-2017 Page: 4
8. Click on the “Excel” hyperlink to run the query to Excel
9. Input the relevant chartfield values then select “View Results” button
![Page 5: PeopleSoft: PS Query Job Aid - UCSF Health Finance · The PeopleSoft Query Viewer can be utilized to view query output in Excel, ... PeopleTools purchasing Real Time Bottom Line Reporting](https://reader031.vdocuments.site/reader031/viewer/2022022512/5ae613607f8b9aee078c7438/html5/thumbnails/5.jpg)
Date: 18-Oct-2017 Page: 5
10. Click on “Save”
11. Click on “Open” to launch the report in Excel
12. Sample Excel output